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J.p. Morgan Securities LLC CRD 79
$430B regulatory AUM 407,036 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2025 | Present |
| Columbia University | New York | NY | 09/2023 | 06/2025 |
| Metropolitan Concert Artists | New York City | NY | 05/2017 | 06/2025 |
| Central Presbyterian Church | New York City | NY | 07/2017 | 04/2025 |
| Jpmorgan Chase Bank | New York | NY | 06/2024 | 08/2024 |
| Millie Group | New York | NY | 02/2023 | 02/2023 |
| Steinway & Sons | New York City | NY | 01/2017 | 01/2023 |
| Redeemer Montclair Church | Montclair | NJ | 09/2020 | 04/2022 |
| Epiphany Church | New York City | NY | 05/2017 | 11/2020 |
| Astoria Community Church | Astoria | NY | 10/2019 | 09/2020 |
| The Juilliard School | New York City | NY | 09/2003 | 05/2017 |
| Metropolitan Concert Artists, Incorporated | Greenwich | CT | 09/2017 | Present |
Entity Name: Metropolitan Concert Artists, Incorporated Investment related: No Address: MetropolitanConcertArtists.com Nature of the other business: Performing Arts Position/Title/Relationship: Owner/Partner Start Date: 09/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I am the founder of Metropolitan Concert Artists, Inc.. It was founded as a platform for music teachers and students. Now, it is mostly inactive. I spend less than 6 hours a month on this, and it is not securities related."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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